New infrastructure construction from the perspective of high-quality development

The new infrastructure should be the infrastructure of the new industrialization and support the strategy of high-quality industrialization

The prevailing view in the capital market is that the new infrastructure mainly includes seven areas: 5G infrastructure, UHV (power Internet of Things), high-speed rail (rail transit), charging pile (new energy vehicles), data center (cloud computing), artificial intelligence, industrial Internet, before this, some technology research institutions define the new infrastructure as a new generation of intelligent information infrastructure integrating perception, transmission, storage, computing, and processing. In fact, although these definitions are more specific, the connotation is too narrow to truly interpret the full meaning of the "new" of new infrastructure. The "new" should correspond to the "traditional", and the new infrastructure should correspond to the traditional infrastructure, and the traditional infrastructure is generally what we understand as the traditional industrial infrastructure such as railways, roads, airports, port city facilities, which is basically based on the mechanical technology, electrical technology, communication technology and other applications of the last round of industrial revolution. The new type of infrastructure is the infrastructure of the new industrialization, the so-called new industrialization is on the basis of traditional industrialization superimposed information, digital, networking, intelligent, green and other requirements, is the new round of science and technology and industrial revolution of information technology, intelligent technology, new energy technology and other results. The new infrastructure includes not only the new generation of intelligent information infrastructure and new energy infrastructure, but also the information, intelligent and green facilities after the transformation of traditional infrastructure. Therefore, the new infrastructure should be the infrastructure of the new industrialization, including not only the new generation of intelligent information infrastructure, but also all kinds of infrastructure related to greening; It should include not only the above seven areas, but also various infrastructure supporting the deepening and expanding new round of scientific and technological and industrial revolution.

As China is a late modernizing country, China's industrialization road is not a traditional industrialization road, but a new industrialization road that integrates information technology and green requirements. On the road of new industrialization, China has rapidly promoted the process of industrialization. Based on the evaluation of industrialization theory, China's industrialization process has entered the late stage of industrialization. However, China's industrialization process still has the problem of imbalance and inadequacy, and the quality of industrialization needs to be improved. First, the process of industrialization in different regions is unbalanced, and the level of industrialization in some regions is insufficient. Shanghai, Beijing, Guangdong, Zhejiang, Jiangsu and so on have entered the stage of post-industrialization, but there are still a considerable number of central and western provinces in the middle stage of industrialization. The second is the unbalanced structure of industrial development, the insufficient development of innovation capacity and high-end industries, the problem of low-level overcapacity in steel, petrochemical, building materials and other industries is prominent and long-standing, and the insufficient development of high-end industries and the lack of high-end links in the industrial value chain, independent innovation capacity needs to be improved. Third, the speed of industrialization is unbalanced with the carrying capacity of resources and environment, the development of green economy is insufficient, and the rapid industrialization process of 1.4 billion people has posed great challenges to the carrying capacity of resources and environment. The report of the 19th National Congress of the Communist Party of China proposed that China's economy has shifted from the stage of high-speed growth to the stage of high-quality development, and high-quality economic development is the economic development under the guidance of the new development concept for unbalanced and inadequate development. In accordance with this, China's new industrialization road also needs to shift from the strategy of high-speed industrialization to the strategy of high-quality industrialization. In view of the imbalance and inadequacy in the process of industrialization, we actively promoted the strategy of high-quality industrialization. Therefore, the "new infrastructure" needs to support the high-quality industrialization strategy, and carry out a series of construction decisions such as project selection, financing and investment, layout and location of new infrastructure in view of the imbalance and insufficiency of the above regional development, industrial development and green development. This means that "new infrastructure" is not only a short-term economic growth issue this year, but also a major issue of the "14th Five-Year Plan" and even China's comprehensive construction of a modern socialist power.